Cedar Brook Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Cedar Brook Financial Partners, LLC

  • $698 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$80.6 - $93.32 $5,722 - $6,625
71 Added 0.89%
8,079 $749,000
Q4 2023

Jan 12, 2024
SELL
$70.08 - $83.37 $7,428 - $8,837
-106 Reduced 1.31%
8,008 $664,000
Q3 2023

Oct 17, 2023
SELL
$71.99 - $78.02 $1.66 Million - $1.79 Million
-23,004 Reduced 73.93%
8,114 $590,000
Q2 2023

Jul 05, 2023
BUY
$63.6 - $74.95 $8,077 - $9,518
127 Added 0.41%
31,118 $2.33 Million
Q1 2023

Apr 04, 2023
BUY
$54.19 - $65.17 $1.27 Million - $1.53 Million
23,488 Added 313.05%
30,991 $2.02 Million
Q4 2022

Feb 01, 2023
SELL
$54.31 - $60.76 $58,003 - $64,891
-1,068 Reduced 12.46%
7,503 $416,000
Q3 2022

Jan 03, 2023
SELL
$55.81 - $69.25 $45,875 - $56,923
-822 Reduced 8.75%
8,571 $0
Q2 2022

Aug 12, 2022
SELL
$55.73 - $76.55 $63,587 - $87,343
-1,141 Reduced 10.83%
9,393 $545,000
Q1 2022

Apr 06, 2022
BUY
$65.63 - $82.62 $342,326 - $430,945
5,216 Added 98.08%
10,534 $788,000
Q4 2021

Jan 27, 2022
BUY
$73.11 - $83.4 $151,703 - $173,055
2,075 Added 63.98%
5,318 $871,000
Q3 2021

Nov 01, 2021
SELL
$73.24 - $78.94 $132,784 - $143,118
-1,813 Reduced 35.86%
3,243 $480,000
Q2 2021

Aug 16, 2021
SELL
$65.3 - $73.24 $4,375 - $4,907
-67 Reduced 1.31%
5,056 $738,000
Q1 2021

May 11, 2021
BUY
$61.41 - $68.35 $96,413 - $107,309
1,570 Added 44.19%
5,123 $665,000
Q4 2020

Feb 12, 2021
BUY
$55.95 - $64.38 $8,112 - $9,335
145 Added 4.25%
3,553 $456,000
Q3 2020

Nov 09, 2020
BUY
$51.42 - $61.56 $16,094 - $19,268
313 Added 10.11%
3,408 $0
Q2 2020

Aug 05, 2020
BUY
$37.99 - $51.32 $117,579 - $158,835
3,095 New
3,095 $314,000
Q1 2020

May 07, 2020
SELL
$34.6 - $51.17 $119,646 - $176,945
-3,458 Closed
0 $0
Q4 2019

Feb 06, 2020
SELL
$40.97 - $46.72 $349,392 - $398,428
-8,528 Reduced 71.15%
3,458 $321,000
Q3 2019

Oct 24, 2019
BUY
$41.7 - $42.86 $140,695 - $144,609
3,374 Added 39.18%
11,986 $1.01 Million
Q2 2019

Aug 06, 2019
BUY
N/A
3,293 Added 61.91%
8,612 $717,000
Q1 2019

May 08, 2019
BUY
N/A
5,319 New
5,319 $422,000

Others Institutions Holding SCHG

# of Institutions
1,310
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
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More about SCHG
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